See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,893 | $77,314+193.5% | $177,989+27.5% | $80,856+180.6% |
| Participation rate | 88.9% | 65.7%+23.2pp | 77.1%+11.8pp | 67.6%+21.3pp |
| Annual return | 17.05% | 18.09%-1.0pp | 294.48%-277.4pp | 35.59%-18.5pp |
| Employer contribution / active EE | $5,086 | $2,292+121.9% | $3,949+28.8% | $2,755+84.6% |
| Participant deferral / active EE | $9,169 | $4,411+107.9% | $6,276+46.1% | $4,296+113.4% |
| Admin fee / account holder | $8,267 | $7,191+15.0% | $10,363-20.2% | $6,918+19.5% |